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SAWYER & CO INC
CRD 112849File 801-28526
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jun 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$320.1M
Below cohort median (national)
Discretionary AUM
$319.1M
Non-discretionary $987K
Clients
226
232 accounts
Employees
4
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Dec 12, 1986
- Principal office
- 50 CONGRESS STREET, BOSTON, MA, 02109
- Phone
- 617-227-7033
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $320.1M
- Discretionary AUM
- $319.1M
- Non-discretionary AUM
- $987K
- Discretionary accounts
- 231
- Non-discretionary accounts
- 1
- Total accounts
- 232
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $5.9M |
| High net worth individuals | 129 | $266.1M |
| Pension and profit sharing plans | Fewer than 5 | $27.4M |
| Individuals (other than high net worth individuals) | 97 | $20.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.